Overview As a Wealth Advisor, you build trusted client relationships and deliver holistic financial planning with tailored investment guidance. You will work closely with an advisory team to navigate complex decisions and help clients reach long term goals. The role supports client confidence, retention, and advisory excellence in a collaborative, on site environment. You'll translate complex concepts into clear guidance and act with fiduciary responsibility to our clients.
Compensation / Benefits- bonus or incentive opportunities
- on-site role
- competitive compensation
- in-office collaboration
Responsibilities- Manage ongoing client relationships and deliver holistic financial planning
- Provide tailored investment guidance aligned to client goals and risk tolerance
- Collaborate with an experienced advisory team to support complex financial decisions
- Drive client outcomes and long-term retention through clear communication
- Support in-office collaboration and cross-functional engagement to uphold advisory excellence
Key requirements- Active FINRA Series 7 license
- Active FINRA Series 66 license (or equivalent)
- Bachelor's degree
- CFP or CFA designation preferred (may be obtained within 120 days for CFP/CFA holders)
- Ability to translate complex financial concepts into actionable guidance
- Strong time management and follow-through with clients and partners
- Coachability and openness to feedback
- Self-awareness and proactive escalation when needed
- Empathy and clarity in communication
- Active listening and thoughtful questioning
- Ability to build trust with clients
- Financial planning principles and portfolio alignment
- Risk assessment and goal-based planning
- Clear translation of financial concepts for clients
